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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1133 | 968 | 1240 | 1299 | 1485 | 2871 |
Fund Return | 13.34% | -3.25% | 24.01% | 9.12% | 8.23% | 11.12% |
Place in category | 499 | 560 | 437 | 550 | 461 | 289 |
% in Category | 82 | 87 | 71 | 92 | 89 | 84 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Ivy Large Cap Growth I | 4.82B | 26.05 | 9.72 | 15.62 | ||
Ivy Science & Technology A | 3.8B | 32.20 | 8.96 | 13.83 | ||
Ivy Large Cap Growth A | 3.36B | 25.77 | 9.42 | 15.29 | ||
Ivy Core Equity A | 2.86B | 30.96 | 11.83 | 12.42 | ||
Ivy Mid Cap Growth I | 2.69B | 10.50 | -1.60 | 11.04 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Index Adm | 56.8B | 23.28 | 7.50 | 10.06 | ||
Fidelity Small Cap Index Instl Pre | 27.09B | 21.69 | 5.11 | 9.20 | ||
Vanguard Small Cap Index I | 22.52B | 23.28 | 7.51 | 10.07 | ||
DFA US Small Cap I | 16.4B | 20.81 | 8.80 | 9.91 | ||
Vanguard Small Cap Index InstlPlus | 12.32B | 23.30 | 7.52 | 10.09 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Regal Beloit | US7587501039 | 5.50 | 155.19 | -0.63% | |
LPL Financial | US50212V1008 | 4.10 | 333.42 | -0.66% | |
Pinnacle | US72346Q1040 | 4.00 | 115.49 | +1.16% | |
Skechers | US8305661055 | 3.97 | 69.31 | -0.84% | |
Valmont Industries | US9202531011 | 3.18 | 307.51 | -0.07% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Neutral | Buy |
Technical Indicators | BUY | Strong Sell | Strong Buy |
Summary | Neutral | Sell | Strong Buy |
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